Thank you so much for creating this video & sharing your knowledge! I was really having a hard time finding examples of this process in my searches until I found this video. Exactly what I needed.
Hi! Well there's a SharePoint trigger that executes, when a file or folder is created in a specific document library, but it can not start the workflow when it's anywhere on SharePoint. Of course you could create multiple PowerAutomate flows that are all connect to these specific libraries and then add this to the excel file.
Hi! Sure, in the parameter "Limit Entries to Folder" select the library name (and or folder name) and in the parameter "Include Nested Items" select "No".
Great video - works as expected. I was trying to also get items in all the folders & subfolders with the Get items function, but that resolves in an error when saving the flow. Any smart ideas how to solve that?
Hi, Markus! Your video is very good!!! I have a question for another subject, I want to copy all information in excel worksheets on the sharepoint, the users will send a new worksheets every time and I need to do a compile of the information in a worksheets from another worksheet. Sample: I have worksheet 1, 2, 3 with budget information, the user post 4 and 5, now I will compile all information in the budget worksheets with power automate.
Well, you would need to create a new column first in your list/library, then use the function to substring the name of the file and then update the item with that value
Well, it's maybe a bit of a philosophical question. Two files with the same name should not be able to exist in the same directory. So if you have two files with the same name in your library they are probably not the exact same file. You could consider including the directory path into your excel file to distinguish them. Otherwise you would need to check your excel table if the current file name already exists, get the row Id and update the according row.
Thank you for this useful video! I appreciate it is quite old now so maybe you are not following up on comments but I'll ask anyway... :) Is it possible to have the Excel file create a new worksheet (perhaps using date and timestamp as the sheet name) each time the flow runs?
Yes, you can use the action "Create Worksheet" and choose the file you want to add the worksheet to. Just be careful that it can cause a problem if you create a Worksheet Name with only numbers (like a date 240320), so I would suggest to start it with at least one letter. But then you would need to add the action "Create Table" before you can add rows to the table. Be also careful that the new table name is not yet taken by another table.
This was so helpful, I recreated the same flow to produce a monthly report. Subscribing to see your future content! I do have one request if you're familiar with this. There is a lack of content online about best practice in training a custom text classification model with AI-builder. One powerful example would be, how can we design an email triage flow using gmail or outlook emails, considering that the input data tends to be very messy.
Thank you Lance, unfortunately I'm not (yet) too familiar with the AI builder. I'm currently occupied with other projects, but it's definitely something I want to look into
I see. Well, if you follow my video you can simply remove the filter query that will filter the result and query only the folders. Without the query it will give you every item (folders and files) in this Library. There is a limitation of 5000 items though. There's also a way to work around that, but I've made another video about it and in that case you would need to combine these two methods.
Thank you so much for creating this video & sharing your knowledge! I was really having a hard time finding examples of this process in my searches until I found this video. Exactly what I needed.
Great video. Similarly can we have a live file where if i add any file on sharepoint it will update it in the excel automatically?
Thanks in advance.
Hi! Well there's a SharePoint trigger that executes, when a file or folder is created in a specific document library, but it can not start the workflow when it's anywhere on SharePoint. Of course you could create multiple PowerAutomate flows that are all connect to these specific libraries and then add this to the excel file.
Thanks for the great video :) Is there a way to only get the top level folders and not the subfolders?
Hi! Sure, in the parameter "Limit Entries to Folder" select the library name (and or folder name) and in the parameter "Include Nested Items" select "No".
Great video - works as expected. I was trying to also get items in all the folders & subfolders with the Get items function, but that resolves in an error when saving the flow. Any smart ideas how to solve that?
So did you add an extra action and then suddenly you've got an error message?
Hi, Markus! Your video is very good!!! I have a question for another subject, I want to copy all information in excel worksheets on the sharepoint, the users will send a new worksheets every time and I need to do a compile of the information in a worksheets from another worksheet. Sample: I have worksheet 1, 2, 3 with budget information, the user post 4 and 5, now I will compile all information in the budget worksheets with power automate.
Hi! Well, it depends. Are these worksheets formatted as tables?
Yes, I formatted as tables all documents. To test, I'm making a copy of the document. I tried many different options to extract but it didn't work.
@@jou352 Hi! I've tested your use case and I think i found a solution. I'll just need to make a video of it
@@MarkusSchiller Hi! I'm really grateful for your help!
I'll be waiting anxiously for the new video ;)
Thanks once again
Hi Jonathas, I've now had time to make the video: ruclips.net/video/ujX34zOFKJY/видео.html
If I want to extract only the first 5 letters of the name of the file and save it as a new column how can I do that?
Well, you would need to create a new column first in your list/library, then use the function to substring the name of the file and then update the item with that value
I’m doing this with files not folders. What if there is a file of the same name? I’d rather not create a new row but update that row instead.
Well, it's maybe a bit of a philosophical question. Two files with the same name should not be able to exist in the same directory. So if you have two files with the same name in your library they are probably not the exact same file. You could consider including the directory path into your excel file to distinguish them.
Otherwise you would need to check your excel table if the current file name already exists, get the row Id and update the according row.
Thank you for this useful video! I appreciate it is quite old now so maybe you are not following up on comments but I'll ask anyway... :) Is it possible to have the Excel file create a new worksheet (perhaps using date and timestamp as the sheet name) each time the flow runs?
Yes, you can use the action "Create Worksheet" and choose the file you want to add the worksheet to. Just be careful that it can cause a problem if you create a Worksheet Name with only numbers (like a date 240320), so I would suggest to start it with at least one letter. But then you would need to add the action "Create Table" before you can add rows to the table. Be also careful that the new table name is not yet taken by another table.
Brilliant, thank you @@MarkusSchiller!
This was so helpful, I recreated the same flow to produce a monthly report. Subscribing to see your future content! I do have one request if you're familiar with this. There is a lack of content online about best practice in training a custom text classification model with AI-builder. One powerful example would be, how can we design an email triage flow using gmail or outlook emails, considering that the input data tends to be very messy.
Thank you Lance, unfortunately I'm not (yet) too familiar with the AI builder. I'm currently occupied with other projects, but it's definitely something I want to look into
I tried adding a section with „get file content“, and in a second attempt I replaced the section from the video with „get item“.
I see. Well, if you follow my video you can simply remove the filter query that will filter the result and query only the folders. Without the query it will give you every item (folders and files) in this Library. There is a limitation of 5000 items though. There's also a way to work around that, but I've made another video about it and in that case you would need to combine these two methods.